10月2日[今日的投资策略]
[FISCO Selected Stocks] [Material Stocks] Seibu Holdings <9024> 3106 yen (10/2) In the fields of railways, hotels, leisure, real estate, construction, etc., the business is expanding. The performance forecast for the fiscal year ending March 25 has been revised upward. Operating profit is expected to be 45 billion yen (a decrease of 5.7% compared to the previous fiscal year). This is about 12% higher than the previous forecast. The real estate business, hotel and leisure business, urban transportation and linear business all exceeded the previous forecast. In addition, following the announcement on August 2, the subsidiary announced the additional acquisition of shares in Company NW.
关注霞关资本和西武HD,兼松等可能疲软
昨天的美国股市中,道琼斯指数上涨39.55点至42,196.52,纳斯达克综合指数上涨14.77点至17,925.13,芝加哥日经225期货较大阪日间比上涨915日元至38,665日元。汇率为1美元=146.30-40日元。今天东京市场上,霞之关资本<3498>发布了中期经营计划,预计营业利润将增长92.2%前期和93.3%本期,西武HD<9024>上调了25年3月期业绩预测。
日輕的黃金股HD、森永糖果等(附件)评级
等级上调-看好代码|股票名称 |证券公司 |之前 |之后 |------|---------------|-------------|--------------|--------------|<9069>|千红GHD |三菱 |「持有」 |「买入」 |等级下调-看淡代码|股票名称 |证券公司 |之前 |之后
10月1日[今日的投资策略]
[Fisco Selected Stocks] [Material Stock] Be-Lotto <3452> 985 yen (9/30) engages in real estate regeneration business, etc. Announced the implementation of a self-purchase of up to 60,000 shares, amounting to 5 billion yen, which is 3.1% of the total issued shares. The acquisition period is from October 1, 24 to March 31, 25. At the same time, it announced that the sales revenue for the fiscal year ending December 24, which had not been disclosed, is expected to increase by 28.0% compared to the previous year. It also announced the sale of a hotel (real estate for sale) in Sapporo City.
关注斯塔尔·米卡HD和TPR,而KOA和Adastria可能走软。
昨日9月30日美国股市,道琼斯指数涨了17.15点,报42,330.15点,纳斯达克综合指数涨了69.58点,报18,189.17点,芝加哥日经225期货比大阪日盘上涨185日元,报38,115日元。汇率为1美元=143.60-70日元。今日东京市场,上半年营业利润增长了4.1%,与第一季度增长的0.3%相比,增长率扩大,反映在斯莫拉公司(8227)营业利润累计增长了11.2%,超过全年财务预测的进展。
久保田、川崎重工等[新闻中的股票材料一览]
*Kubota <6326>的交货时间减半,用于石化厂的反应管(每日工业第一版)- ○ *Lion <4912>的日用品4家公司,证实了温室气体排放量的共同流通基础(每日工业第三版)- ○ *三井住友<8316>,三井住友银行等,在金融和支付领域进行投资,构建DX支持基础设施(每日工业第三版)- ○ *SBI <8473> 解除与台湾PSMC的合作,宫城工厂新建项目将会继续(每日工业第三版)- ○ *上组 <9364> ,河崎汽船,拥有物流子公司